Filed August 3, 2012 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $74,889 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,432 | $82,279-26.6% | $77,999-22.5% | $63,975-5.5% |
| Participation rate | 51.6% | 84.7%-33.1pp | 75.5%-23.9pp | 71.1%-19.5pp |
| Annual return | 6.41% | 11.20%-4.8pp | 425.96%-419.6pp | 48.65%-42.2pp |
| Employer contribution / active EE | $672 | $3,297-79.6% | $2,470-72.8% | $2,182-69.2% |
| Participant deferral / active EE | $2,319 | $4,538-48.9% | $3,497-33.7% | $3,356-30.9% |
| Admin fee / account holder | $25 | $81-69.4% | $5,480-99.5% | $70-64.7% |